# Ep #273: Transitioning from a Public Policy Career to Financial Planning with Lisa Schaefer

Page: https://stenobird.com/podcast/new-planner-podcast-1382818/ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer
Text version: https://stenobird.com/podcast/new-planner-podcast-1382818/ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer.md
Podcast: [New Planner Podcast](https://stenobird.com/podcast/new-planner-podcast-1382818)
Published: 2026-03-27T11:00:00+00:00
Episode link: https://newplannerrecruiting.libsyn.com/ep-273-transitioning-from-public-policy-career-to-financial-planning-with-lisa-schaefer
Audio file: https://traffic.libsyn.com/secure/newplannerrecruiting/NPP273.mp3?dest-id=2275502
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JSON: https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-273-transitioning-from-a-public-policy-career-to-financial-planning-with-lisa-schaefer
Duration seconds: 1623

## Resource

What does it really take to leave a stable, high-level career and start over in financial planning? In this episode, Lisa Schaefer shares her journey from working in public policy to becoming a financial advisor. You'll learn how mentorship played a critical role in her transition, why starting with the Series 65 helped her test the waters, and how she navigated the uncertainty of breaking into a completely new industry. Listen in as Lisa opens up about the realities of taking a pay cut, working in a high-pressure, commission-based environment, and ultimately finding the right firm fit that prioritized mentorship and long-term growth. You'll hear about the pivotal moments that helped her make the leap and get practical insights for anyone considering a career change into financial planning. You can find show notes and more information by clicking here: https://tinyurl.com/bdz8p7dm

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## Transcript

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